Deliver personalized experiences driving engagement, satisfaction & trust your clients expect.

Wealth & Asset Management

Provide your investment advisors with a true 360-degree view of their clients using contextual rich data to drive account growth. They’ll get actionable insights & efficiency boosts from one single source.

Banking & Lending

Commercial & Retail

Integrate sales, service and marketing across banking teams to identify cross pollination opportunities. Stay ahead of disruptive trends with adaptive digital solutions.


Make better use of technology to meet the growing needs of insurance customers. Create tailored journeys for policyholders – from prospect to policy renewal – and optimize efficiency & speed for complex underwriting processes.

Capital Markets & Investment

Leverage financial models to accurately track fund performance, manage fundraising opportunities and develop portfolio strategies. Create and augment seamless financing qualification pathways with an automation centric focus.

Emerging Markets

We understand technology challenges in emerging markets like Crypto, NFT, and all the ABCD of FinTech. Furthermore, you will benefit from the native Salesforce low-code Blockchain as a decentralized connection to your clients and stakeholders.

Use Cases

Sales / Fundraising & Investor Relations • Deal Sourcing • Deal Screening & Due Diligence • Deal Financing • Managing Investments • Leasing

“Incloud, an amazing partner for our sales evolution thru innovative digital transformation.”

Annamaria Testani
Senior VP National Sales, National Bank Investments